New Vernon Capital Holdings II’s H&R Block HRB Stock Holding History

New Vernon Capital Holdings II’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143K	Hold	3,763	–	–	0.08%	54
2026 Q1	$119K	Hold	3,763	–	–	0.09%	60
2025 Q4	$164K	Hold	3,763	–	–	0.08%	67
2025 Q3	$190K	Buy	+3,763	New	+$199K	0.09%	56
2025 Q2	–	Sell	-11,314	Closed	-$621K	–	77
2025 Q1	$621K	Hold	11,314	–	–	0.33%	21
2024 Q4	$598K	Hold	11,314	–	–	0.41%	21
2024 Q3	$719K	Hold	11,314	–	–	0.39%	26
2024 Q2	$614K	Sell	11,314 -5,243	-32%	-$261K	0.33%	26
2024 Q1	$813K	Buy	16,557 +427	+3%	+$20.3K	0.42%	26
2023 Q4	$780K	Buy	16,130 +5,730	+55%	+$255K	0.42%	26
2023 Q3	$448K	Buy	10,400 +1,530	+17%	+$56.5K	0.39%	25
2023 Q2	$283K	Buy	8,870 +5,253	+145%	+$170K	0.19%	47
2023 Q1	$127K	Buy	3,617 +49	+1%	+$1.81K	0.09%	77
2022 Q4	$130K	Buy	+3,568	New	+$145K	0.11%	76
2019 Q1	–	Sell	-17,065	Closed	-$433K	–	27
2018 Q4	$433K	Buy	17,065 +3,494	+26%	+$93.3K	0.67%	19
2018 Q3	$349K	Buy	13,571 +936	+7%	+$23.7K	0.36%	25
2018 Q2	$288K	Buy	12,635 +3,478	+38%	+$92.3K	0.32%	28
2018 Q1	$233K	Buy	+9,157	New	+$241K	0.32%	30

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Vernon Capital Holdings II's HRB Position: Q2 2026 in Review

New Vernon Capital Holdings II held its H&R Block (HRB) position steady in Q2 2026 at 3,763 shares worth $143K. The position accounts for 0.08% of the portfolio, ranked #54.

New Vernon Capital Holdings II first reported a position in HRB in Q1 2018 and has held it in 18 quarters since. The position peaked at $813K in Q1 2024. 536 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

New Vernon Capital Holdings II held 3,763 shares of H&R Block worth $143K as of Q2 2026.
New Vernon Capital Holdings II left its H&R Block share count unchanged in Q2 2026.
H&R Block made up 0.08% of New Vernon Capital Holdings II's portfolio in Q2 2026, its #54 holding.
New Vernon Capital Holdings II first reported a position in H&R Block in Q1 2018 and has held it in 18 quarters since.
New Vernon Capital Holdings II's H&R Block position peaked at $813K in Q1 2024.
536 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

Based on New Vernon Capital Holdings II's 13F filing for Q2 2026, filed 14 Aug 2026.